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Changes to the Social Index

Two types of changes to the Calvert Social Index® can be anticipated: additions and deletions. Companies can be reviewed for inclusion in or removal from the Index as a result of market or corporate responsibility actions. Changes due to market actions are reflected in the Index as they occur. The Calvert Social Index Committee meets quarterly to review and approve recommendations for additions to and deletions from the Calvert Social Index for reasons of corporate responsibility. The Changes as a result of Market or Committee Actions are detailed below.

January, 2015

Action

Date

Company

Ticker

Reason

Deletion

1/13/2015

Rockwood Holdings

ROC

Rockwood Holdings has been acquired by Albemarle Corp.

Deletion

1/23/2015

Cubist Pharmaceuticals

CBST

Cubist Pharmaceuticals has been acquired by Merck & Co.

Deletion

1/27/2015

Covidien Plc

COV

Covidien Plc has been acquired by Medtronic Inc.

Deletion

1/27/2015

Safeway Inc.

SWY

Safeway Inc. has been acquired by Cerberus Capital

December, 2014

Action

Date

Company

Ticker

Reason

Deletion

12/05/2014

Concur Technologies Inc.

CNQR

Concur Technologies Inc. was acquired by SAP SE.

Deletion

12/05/2014

TIBCO Software Inc.

CNQR

TIBCO Software Inc. was acquired by Vista Equity Partners.

Deletion

12/09/2014

Compuware Corp.

CPWR

Compuware Corp. was acquired by Thoma Bravo.

Addition

12/22/2014

Core Laboratories N.V.

CLB

Meets Index's ESG Criteria

Addition

12/22/2014

HealthSouth Corporation

HLS

Meets Index's ESG Criteria

Addition

12/22/2014

Rockwood Holdings Inc.

ROC

Meets Index's ESG Criteria

Deletion

12/22/2014

AECOM Technology Corp.

ACM

Does not meet Index's ESG Criteria

Deletion

12/22/2014

Intuitive Surgical, Inc.

ISRG

Does not meet Index's ESG Criteria

Deletion

12/22/2014

Iron Mountain Inc.

IRM

No longer meets Index Construction rules.

November, 2014

Action

Date

Company

Ticker

Reason

Addition

11/1/2014

Keysight Technologies, Inc

KEYS

Agilent Technologies spun off Keysight Technologies Inc.

Addition

11/1/2014

Halyard Health Inc.

HYH

Kimberly-Clark spun Halyard Health Inc.

Addition

11/5/2014

Liberty Broadband Corp C

LBRDK

Liberty Media Corp. spun off Liberty Broadband Corp C

Addition

11/5/2014

TW Telecom Inc.

TWTC

Level 3 Communications acquired TW Telecom Inc.

October, 2014

Action

Date

Company

Ticker

Reason

Addition

10/1/2014

CDK Global, Inc.

CDK

Automatic Data Processing spun off CDK Global Inc.

September 2014: The Calvert Social Index was reconstituted.

The following companies were added 9/20/2014:

Company

Ticker

Reason

Allegion plc

ALLE

Meets CSI Inclusion Criteria

Alnylam Pharmaceuticals Inc

ALNY

Meets CSI Inclusion Criteria

Altisource Portfolio Solutions S.A.

ASPS

Meets CSI Inclusion Criteria

Ameriprise Financial Inc

AMP

Meets CSI Inclusion Criteria

BancorpSouth Inc (MS)

BXS

Meets CSI Inclusion Criteria

Broadcom Corp A

BRCM

Meets CSI Inclusion Criteria

Brocade Communications Systems

BRCD

Meets CSI Inclusion Criteria

Carters Inc

CRI

Meets CSI Inclusion Criteria

Civeo Corp

CVEO

Meets CSI Inclusion Criteria

Comcast Corp

CMCSA

Meets CSI Inclusion Criteria

Deluxe Corp

DLX

Meets CSI Inclusion Criteria

Euronet Services Inc

EEFT

Meets CSI Inclusion Criteria

Exterran Holdings Inc

EXH

Meets CSI Inclusion Criteria

Facebook Inc

FB

Meets CSI Inclusion Criteria

Financial Engines Inc

FNGN

Meets CSI Inclusion Criteria

Generac Holdings Inc

GNRC

Meets CSI Inclusion Criteria

Guidewire Software

GWRE

Meets CSI Inclusion Criteria

Jack in the Box Inc

JACK

Meets CSI Inclusion Criteria

LPL Investment Holdings

LPLA

Meets CSI Inclusion Criteria

Leggett & Platt

LEG

Meets CSI Inclusion Criteria

Lululemon Athletica inc

LULU

Meets CSI Inclusion Criteria

MAXIM INTEGRATED

MXIM

Meets CSI Inclusion Criteria

Medidata Solutions Inc.

MDSO

Meets CSI Inclusion Criteria

Murphy USA Inc

MUSA

Meets CSI Inclusion Criteria

NOW Inc.

DNOW

Meets CSI Inclusion Criteria

NVR Inc

NVR

Meets CSI Inclusion Criteria

National Oilwell Varco Inc

NOV

Meets CSI Inclusion Criteria

New York Times Co A

NYT

Meets CSI Inclusion Criteria

Palo Alto Networks Inc.

PANW

Meets CSI Inclusion Criteria

Pandora Media Inc

P

Meets CSI Inclusion Criteria

Post Holdings Inc.

POST

Meets CSI Inclusion Criteria

Primerica Inc

PRI

Meets CSI Inclusion Criteria

PrivateBancorp Inc

PVTB

Meets CSI Inclusion Criteria

RF Micro Devices Inc

RFMD

Meets CSI Inclusion Criteria

Reinsurance Group of America

RGA

Meets CSI Inclusion Criteria

SS&C Technologies Holdings Inc

SSNC

Meets CSI Inclusion Criteria

STERIS Corp

STE

Meets CSI Inclusion Criteria

ServiceNow Inc.

NOW

Meets CSI Inclusion Criteria

Sinclair Broadcast Group A

SBGI

Meets CSI Inclusion Criteria

Spirit Airlines Inc.

SAVE

Meets CSI Inclusion Criteria

Splunk Inc.

SPLK

Meets CSI Inclusion Criteria

SunEdison Inc

SUNE

Meets CSI Inclusion Criteria

Synaptics Inc

SYNA

Meets CSI Inclusion Criteria

Team Health Holdings Inc

TMH

Meets CSI Inclusion Criteria

Texas Capital Bancshares

TCBI

Meets CSI Inclusion Criteria

Timken Co

TKR

Meets CSI Inclusion Criteria

Tyler Technologies Inc

TYL

Meets CSI Inclusion Criteria

Vectren Corp

VVC

Meets CSI Inclusion Criteria

Voya Financial, Inc

VOYA

Meets CSI Inclusion Criteria

Zimmer Holdings Inc

ZMH

Meets CSI Inclusion Criteria

The following companies were deleted 9/20/2014:

Company

Ticker

Reason

3-D Systems Corp

DDD

No longer meet CSI's Market Capitalization Criteria

Ariad Pharmaceuticals Inc

ARIA

No longer meet CSI's Market Capitalization Criteria

Beacon Roofing Supply

BECN

No longer meet CSI's Market Capitalization Criteria

Brady Corporation

BRC

No longer meet CSI's Market Capitalization Criteria

Capitol Federal Financial Inc

CFFN

No longer meet CSI's Market Capitalization Criteria

Crown Castle Intl Corp

CCI

No longer meet CSI's Market Capitalization Criteria

Cypress Semiconductor Corp

CY

No longer meet CSI's Market Capitalization Criteria

General Cable

BGC

No longer meet CSI's Market Capitalization Criteria

HMS Holdings Corp

HMSY

No longer meet CSI's Market Capitalization Criteria

Haemonetics Corp

HAE

No longer meet CSI's Market Capitalization Criteria

Itron Inc

ITRI

No longer meet CSI's Market Capitalization Criteria

NeuStar

NSR

No longer meet CSI's Market Capitalization Criteria

Outerwall Inc

OUTR

No longer meet CSI's Market Capitalization Criteria

Pier 1 Imports Inc

PIR

No longer meet CSI's Market Capitalization Criteria

Platinum Underwriters Hldgs

PTP

No longer meet CSI's Market Capitalization Criteria

Polycom Inc

PLCM

No longer meet CSI's Market Capitalization Criteria

Ryland Group Inc

RYL

No longer meet CSI's Market Capitalization Criteria

SEACOR Holdings Inc.

CKH

No longer meet CSI's Market Capitalization Criteria

Semtech Corp

SMTC

No longer meet CSI's Market Capitalization Criteria

The Fresh Market Inc

TFM

No longer meet CSI's Market Capitalization Criteria

Weight Watchers Intl Inc

WTW

No longer meet CSI's Market Capitalization Criteria

August, 2014

Action

Date

Company

Ticker

Reason

Deletion

8/18/2014

Questcor Pharmaceuticals

QCOR

Questcor Pharmaceuticals was acquired by Mallinckrodt plc

Addition

8/28/2014

Liberty Trip Advisor Holdings Inc. A

LTRPA

Liberty Ventures A spun off Liberty Trip Advisor Holdings Inc. A

July, 2014

Action

Date

Company

Ticker

Reason

Deletion

7/22/2014

Hittite Microwave Corp.

HITT

Hittite Microwave Corporation was acquired by Analog Devices Corp.

Addition

7/23/2014

Liberty Media Corp. Class C

LMCK

Liberty Media Class A spun off shares of Liberty Media Class C

June, 2014

Action

Date

Company

Ticker

Reason

Addition

6/9/2014

Time Inc.

TIME

Time Inc. was spun off from Time Warner

Deletion

6/23/2014

Aaron's Inc.

AAN

No longer meets Index's ESG Criteria

Deletion

6/23/2014

SPX Corporation

SPW

No longer meets Index's ESG Criteria

May, 2014

Action

Date

Company

Ticker

Reason

Deletion

5/8/2014

LSI Corporation

LSI

LSI Corporation was acquired by Avago Technologies Ltd.

April, 2014

Action

Date

Company

Ticker

Reason

Deletion

4/8/2014

Capitalsource Inc.

CSE

Capital Source Inc. was acquired by PacWest Bancorp

Addition

4/30/2014

Navient Corporation

NAVI

SLM Corporation spun off Navient Corporation

March, 2014

Action

Date

Company

Ticker

Reason

Addition

3/3/2014

Knowles Corporation

KN

Knowles Corp. was spun off from Dover Corp.

Addition

3/4/2014

Liberty Global Class C

LBTYK

Liberty Global Class A spun off Shares of Liberty Global Class C

Addition

3/24/2014

Rock-Tenn Company

RKY

Meets the Index's ESG Criteria

Deletion

3/24/2014

American Airlines Group, Inc.

AAL

Result of AMR merger with US Air

February, 2014

Action

Date

Company

Ticker

Reason

Addition

2/3/2014

ONE Gas, Inc.

OGS

ONE Gas Inc. was spun off from ONEOK Inc.

January, 2014

Action

Date

Company

Ticker

Reason

Deletion

1/22/2014

Lender Processing Services

LPS

Lending Process Services was acquired by Fidelity National Financial Inc.

Deletion

1/24/2014

Life Technologies Corp.

LIFE

Life Technologies was acquired by Thermo Fisher Scientific

Deletion

1/24/2014

ViroPharma, Inc.

VPHM

ViroPharma Inc. was acquired by Shire Plc.

Deletion

1/29/2014

Harris Teeter Supermarkets, Inc.

HTSI

Harris Teeter Supermarkets Inc. was acquired by Kroger Co.

Deletion

1/29/2014

Health Management Associates, Inc.

HMA

Health Management Associates Inc. was acquired by Community Health Systems

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